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Everest Group
EG

Overview Fund Activity

422 hedge funds and large institutions have $7.83B invested in Everest Group in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 169 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
8.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
55
Increased
151
Reduced
169
Closed
58
Calls
$38.1M
Puts
$28.8M
Net Calls
+$9.3M
Net Calls Change
+$15.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$86.9M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$86.2M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$59.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$55.4M
5
LSV Asset Management
LSV Asset Management
Illinois
+$39.3M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$195M
2
Victory Capital Management
Victory Capital Management
Texas
-$192M
3
VVP
Vulcan Value Partners
Alabama
-$96.8M
4
Invesco
Invesco
Georgia
-$71.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$4K +$571 +3 +17%
CFGS
402
Concourse Financial Group Securities
Alabama
$4K +$1.41K +6 +55%
MAM
403
Meeder Asset Management
Ohio
$4K +$2.82K +12 +240%
OPS
404
Orion Portfolio Solutions
Nebraska
$4K +$2.89K +13 +260%
EI
405
Ellevest Inc
New York
$4K +$2.95K +14 +280%
LWM
406
Lenox Wealth Management
Ohio
$4K +$4K +20 New
PCG
407
Private Capital Group
Connecticut
$3K – – –
ABC
408
Associated Banc-Corp
Wisconsin
$3K +$1.07K +5 +56%
TFO
409
Tarbox Family Office
California
$2K -$1.67K -10 -45%
BWM
410
BerganKDV Wealth Management
Minnesota
$2K – – –
IRC
411
Investors Research Corp
Georgia
$2K +$1K +3 +100%
HR
412
Howe & Rusling
New York
$2K +$667 +3 +50%
CFD
413
Creative Financial Designs
Indiana
$2K +$2K +9 New
LC
414
Lindbrook Capital
California
$1K – – –
JFA
415
JNBA Financial Advisors
Minnesota
$1K – – –
AF
416
Advisornet Financial
Minnesota
$1K – – –
CFA
417
Carroll Financial Associates
North Carolina
$1K – – –
SIM
418
Sonora Investment Management
Arizona
$1K +$1K +3 New
CWC
419
Carolinas Wealth Consulting
North Carolina
$1K +$1K +3 New
VVP
420
Vulcan Value Partners
Alabama
– -$96.8M -503,105 Closed
VRS
421
Virginia Retirement Systems
Virginia
– -$18.9M -98,300 Closed
IG
422
ING Group
Netherlands
– -$5.3M -27,540 Closed
MSE
423
MUFG Securities EMEA
United Kingdom
– -$5.11M -26,532 Closed
WG
424
Winton Group
United Kingdom
– -$4.96M -25,780 Closed
Capital Fund Management (CFM)
425
Capital Fund Management (CFM)
France
– -$4.73M -24,600 Closed
15 16
17
18 19